AI automation consultant meeting with a small business owner at a desk, reviewing workflows on a laptop

What the $200 Assessment Actually Is

Look, most “AI consultants” want to sell you a $20,000 engagement before they even understand your business. That’s not how we work.

For $200, we sit down with you — in person here in DC or over a video call — and spend 90 minutes going through your actual day-to-day operations. We ask the questions your team never has time to ask: Why are we doing this manually? How many hours does this really take? What would happen if we automated it?

After the session, you get a written roadmap. Not a vague pitch deck — a real document that maps out which tasks to automate, which tools to use, how much time you’ll save per week, and a realistic budget for each automation.

You can take that roadmap and implement it yourself, hire someone else, or work with us. There’s no obligation either way. The $200 gets you clarity, period.

What You’ll Walk Away With

This isn’t a sales call disguised as an assessment. You get real, actionable output.

Workflow Map — A visual breakdown of your current processes and where the bottlenecks are. We document every repetitive task your team does weekly.
Automation Opportunity List — A prioritized list of tasks that AI can handle, ranked by time savings and ease of implementation. No guesswork.
Time Savings Estimate — Honest, realistic numbers on how many hours per week each automation would save. We don’t inflate these to make a sale.
Tool Recommendations — Specific AI tools and platforms that fit your business, your budget, and your team’s technical comfort level.
Implementation Roadmap — A phased plan showing what to automate first, second, and third — with budget estimates for each phase.
Quick Wins List — Two or three things you can set up yourself this week for free using tools like ChatGPT or Claude. We walk you through them during the session.

Who Should Book This

The assessment works best for businesses that have real operations — meaning your team does things every day that follow a pattern.

Professional Services Firms

Law offices, accounting firms, consultancies, and agencies that spend too much time on admin, scheduling, and client communication.

Healthcare & Dental Practices

Front desk teams drowning in appointment scheduling, insurance follow-ups, and patient intake forms that could be automated.

Real Estate Teams

Agents and brokerages that need help with lead follow-up, showing scheduling, transaction coordination, and market reports.

Home Services & Contractors

HVAC, plumbing, electrical, and cleaning companies that lose leads because nobody answered the phone fast enough.

Nonprofits & Associations

Organizations that need to do more with less — donor outreach, grant tracking, event coordination, and member communications.

E-Commerce & Retail

Online and brick-and-mortar shops that want to automate customer service, inventory alerts, order processing, and marketing.

Common Questions About the Assessment

Not at all. Honestly, most of our clients come in knowing very little about AI, and that’s totally fine. The whole point of the assessment is for us to translate your day-to-day operations into automation opportunities. You just need to know how your business works — we handle the AI part.

Yes. If you decide to move forward with any automation project within 60 days of the assessment, we credit the full $200 toward your project cost. But again, there’s zero pressure. A lot of people take the roadmap and start with the free quick wins on their own.

Either works great. We’re based in DC so in-person meetings are easy if you’re in the District, Maryland, or Northern Virginia. But we do just as many assessments over Zoom. The quality of the output is the same either way — we’ll share screens, walk through your tools together, and you’ll get the same written roadmap.

You’ll have it within 3 business days after our session. It’s typically a 5–10 page document depending on the complexity of your operations. We send it as a PDF along with any quick-win setup instructions we promised during the call.

Then we’ll tell you that. Seriously. We’d rather be honest and have you refer us to someone it is a good fit for. That said, in our experience, almost every business with 3 or more employees has at least a few tasks that AI can meaningfully speed up. The question is usually “where do we start?” not “is there anything to automate?”

Ready to find out where your time is going?

Book your $200 AI Opportunity Assessment. Ninety minutes, a written roadmap, and a clear picture of what automation looks like for your business.

Book Your Assessment →

Available in person (DC/MD/VA) or via video call · Roadmap delivered within 3 business days

See Exactly Where AI Can Save Your Business Time